Civic Intelligence

Oliver & Evelyn Smith Foundation Inc.

990PF • Fiscal year 2012 • EIN 62-1310938

Apr 01, 2011 to Mar 31, 2012 • Filed on Jun 28, 2012

7216 Wellington Drive Suite One37919
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

71st percentile

$2,550

Higher top officer pay than 71% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,300,937

No earlier filing loaded for comparison.

Net Assets

$1,291,984

No earlier filing loaded for comparison.

Liabilities

$8,953

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$161,943

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2012: $1,300,937Liabilities 2012: $8,953Net Assets 2012: $1,291,9842012Assets 2013: $1,218,700Liabilities 2013: $10,399Net Assets 2013: $1,208,3012013Assets 2014: $1,170,344Liabilities 2014: $11,554Net Assets 2014: $1,158,7902014Assets 2015: $1,051,779Liabilities 2015: $8,741Net Assets 2015: $1,043,0382015Assets 2016: $993,759Liabilities 2016: $5,909Net Assets 2016: $987,8502016Assets 2017: $953,225Liabilities 2017: $6,356Net Assets 2017: $946,8692017Assets 2018: $914,679Liabilities 2018: $6,238Net Assets 2018: $908,4412018Assets 2019: $883,896Liabilities 2019: $3,821Net Assets 2019: $880,0752019Assets 2020: $829,459Liabilities 2020: $374Net Assets 2020: $829,0852020Assets 2021: $804,568Liabilities 2021: $2,874Net Assets 2021: $801,6942021Assets 2022: $781,903Liabilities 2022: $2,717Net Assets 2022: $779,1862022Assets 2023: $731,364Liabilities 2023: $5,717Net Assets 2023: $725,6472023Assets 2024: $661,135Liabilities 2024: $3,000Net Assets 2024: $658,1352024Assets 2025: $636,969Liabilities 2025: $3,000Net Assets 2025: $633,9692025

Highlighted filing

2012

Assets$1,300,937
Liabilities$8,953
Net Assets$1,291,984

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2012: $161,9432012Expenses 2013: $160,4212013Revenue 2014: $94,722Expenses 2014: $144,233Net Income 2014: -$49,5112014Revenue 2015: $41,633Expenses 2015: $157,385Net Income 2015: -$115,7522015Revenue 2016: $28,652Expenses 2016: $83,840Net Income 2016: -$55,1882016Revenue 2017: $44,421Expenses 2017: $85,402Net Income 2017: -$40,9812017Revenue 2018: $44,990Expenses 2018: $83,418Net Income 2018: -$38,4282018Revenue 2019: $46,413Expenses 2019: $74,779Net Income 2019: -$28,3662019Revenue 2020: $53,252Expenses 2020: $104,242Net Income 2020: -$50,9902020Revenue 2021: $61,364Expenses 2021: $88,755Net Income 2021: -$27,3912021Revenue 2022: $84,958Expenses 2022: $107,466Net Income 2022: -$22,5082022Revenue 2023: $44,414Expenses 2023: $97,953Net Income 2023: -$53,5392023Revenue 2024: $35,059Expenses 2024: $102,571Net Income 2024: -$67,5122024Revenue 2025: $83,261Expenses 2025: $107,427Net Income 2025: -$24,1662025

Highlighted filing

2012

Revenue-
Expenses$161,943
Net Income-
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Jun 28, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dooley TombrasDirector-$2,550-$2,550
Richard D WynnPresident-$2,550-$2,550
Diana FlahertyTreasurer-$2,550-$2,550
Oliver A Smith IVVice President-$2,350-$2,350
Carol Smith Tombras-Dd 11-8-11Secretary-$1,800-$1,800
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Contribution to annual fund driveN/AKnoxville, TN, US$15,000
Paid Grant-Special European projectN/AMaynard, MA, US$10,000
Paid Grant-Capital CampaignN/AKnoxville, TN, US$8,000
Paid Grant-Annual FundN/AWashington, DC, US$5,000
Paid Grant-Annual FundN/AKnoxville, TN, US$5,000
Paid Grant-ResearchN/ABelfast, OC$5,000
Paid Grant-Annual BudgetN/AKnoxville, TN, US$5,000
Paid Grant-Budget needsN/AKnoxville, TN, US$3,750
Paid Grant-Annual BudgetN/AKnoxville, TN, US$2,500
Paid Grant-Annual BudgetN/AKnoxville, TN, US$1,200
Paid Grant-Annual FundN/AKnoxville, TN, US$1,000
Paid Grant-Annual FundN/AKnoxville, TN, US$1,000
Paid Grant-Annual FundN/ANew York, NY, US$1,000
Paid Grant-Annual charitable fund raiserN/AKnoxville, TN, US$1,000
Paid Grant-Annual fund needsN/ASioux Falls, SD, US$1,000
Paid Grant-Annual BudgetN/AChamberlain, SD, US$1,000
Paid Grant-Annual BudgetN/ATopeka, KS, US$1,000
Paid Grant-Annual BudgetN/AWashington, DC, US$1,000
Paid Grant-Operational needsN/AHagerhill, KY, US$1,000
Paid Grant-Annual fundN/AKnoxville, TN, US$750
Paid Grant-Annual BudgetN/ARapid City, SD, US$750
Paid Grant-Annual FundN/AWashington, DC, US$500
Paid Grant-Annual FundN/AMerifield, VA, US$500
Paid Grant-Annual FundN/AKnoxville, TN, US$500
Paid Grant-Annual FundN/AKnoxville, TN, US$500
Paid Grant-Annual budgetN/AKnoxville, TN, US$500
Paid Grant-Annual budget needsN/AKnoxville, TN, US$500
Paid Grant-Charitable Fund raiserN/AKnoxville, TN, US$350
Paid Grant-Annual BudgetN/AWhite Plains, NY, US$200
Paid Grant-Annual BudgetN/AOak Ridge, TN, US$200
Paid Grant-Annual fund driveN/AKnoxville, TN, US$150
Paid Grant-Bldg.repairN/AKnoxville, TN, US$150
Filing and Contact Details

Filer

EIN
62-1310938
Raw XML AppendixShowing 400 of 903 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AmortizationSchedule/Amortization/CurrentYearAmortization0871
AmortizationSchedule/Amortization/DateAcquiredCompletedExpended02007-05-04
AmortizationSchedule/Amortization/DeductionForPriorYears03412
AmortizationSchedule/Amortization/DescriptionOfAmortizedExpenses0Lease commision
AmortizationSchedule/Amortization/TotalAmountOfAmortization04283
DepreciationSchedule/Depreciation/ComputationMethod087
DepreciationSchedule/Depreciation/CostOrOtherBasis0447201
DepreciationSchedule/Depreciation/CurrentYearExpense011466
DepreciationSchedule/Depreciation/DateAcquired02007-05-04
DepreciationSchedule/Depreciation/DescriptionOfProperty0Office Condo
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GeneralExplanationAttachment/GeneralExplanation/Explanation0STATEMENT RE: CONTROLLED ENTITYOSF of Tennessee, LLC7216 Wellington Drive, Suite 1Knoxville, Tn 37919Federal ID#: 20-3115882No transfers were made to this entity in the tax year. The entity transferred $70,000 in cash to Taxpayer.OSF of Tennesse is a single member non-profit LLC which owns and rents a medical office condo in Jacksonville, Fl. Its operations are included in this return as follows: Rent income $45,759 Investment inc. $1,448 Total inc. $47,207 Depreciation (12,337) Other exp. ( 2,500) Net income $33,749
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset225 Shs US Bancorp
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset392.421 Units Goldman Saxhs M/C Value Fnd
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset475000 FhlB 2.45% Bonds
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset544.656 Units Vanguard Emerging Mkts Stk. Fund
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6561.785 Units Vanguard Value Index Fund
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7257.983 UNits Vanguard REIT Index Fund
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8387.877 Units Vanguard Growth Index Fund
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10105000 FHLB 4.5% Bonds
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11281.419 Units Columbia Acorn Fund Z
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12671.82 Units American Beacon LC Value
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13219.442 Units American Europacific Growth Fund
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14775.159 Units Absolute Strategies Fund
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15314.696 Units Victory Establishe Value
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16561.785 Units Vanguard Small Cap Value
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset17105000 FHLB 4.5% Bonds
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18125 Shs Cloud Peak Energy
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1925 Shs Cabela's, Inc
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset201958.864 Vanguard Interim Term Treas.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2166.838 Vanguard 500 Index Fnd
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2243.806 Units Vanguard Growth Index Fnd
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2375000 FFCB 2.222%
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2450 Shs. Kimberely-Clark
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset251787.488 Units Vanguard Interim Term Treas.
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset26125000 FHLB V-A 2% Bonds
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset27150000 FHLB V-A 2% Bonds
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2820000 FHLB 4.5% Bonds
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2950000 FHLB 4.375% Bonds
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3025000 FHLB 4.375% Bonds
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0334
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1211
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss255
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice3025092
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss02846
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-84467
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01291984
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01376451
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01291984
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted067284
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj067284
IRS990PF/DistributableAmount/DistributableAmountBeforeDed067284
IRS990PF/DistributableAmount/MinimumInvestmentReturn067628
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0344
IRS990PF/DistributableAmount/TotalTax0344
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0344
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0344
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0344
IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01373155
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0136431
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0553780
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable020597
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0682944
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn067628
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01352558
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01373155
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition22.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition32.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition43.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation02550
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation12550
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation22550
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation31800
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation42350
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Dooley Tombras
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Richard D Wynn
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Diana Flaherty
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Carol Smith Tombras-Dd 11-8-11
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Oliver A Smith IV
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine107216 Wellington Dr
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine117216 Wellington Dr Suite One
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine127216 Wellington Dr Suite One
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine137216 Wellington Dr Suite One
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine147216 Wellington Dr Suite One
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Knoxville
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Knoxville
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Knoxville
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3Knoxville
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4Knoxville

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.63$0.08$0.11$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.04$0.10$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.73$0.01$0.73$0.04$0.10$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.08$0.11$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.06$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.10$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.05$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.91$0.04$0.08$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.95$0.04$0.09$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.01$0.99$0.03$0.08$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.04$0.04$0.16$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.01$1.16$0.09$0.14$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.22$0.01$1.21$0.16
2012Detailed filing. Detailed filing data is available for this year.$1.30$0.01$1.29$0.16